EM Fund Stock Picks & Country Commentaries (April 7, 2024)

How Capital structure ripples through management, guide to picking infrastructure stocks, EM infra stock earnings reports, when EM economies falter, Indian energy stocks, Indonesian banks, etc.

A number of research pieces and podcasts along with a few fund commentaries are now available:

• Fidelity International has a short but worth reading piece from their Japan trust manager about his investing process: Boots on the ground in a vibrant market - …For me, it’s all about joining the dots between different ideas and forming a new line of enquiry. …